DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
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Corporate pension
E••••••••• R••••••••• P••• o• t•• N••••••• G••••••••• S••••••
Corporate pensionWashington, DC
Assets
$195M
Total assets, Dec 31, 2024 reported
Funded
86.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: N••••••• G••••••••• S••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 13.3%
- Corporate debt instruments (preferred) 5.2%
- U.S. Government securities 27.7%
- I•••••••• company general account 1.3%
- Other investments 2.0%
- Common/c••••••••• trusts 2.8%
- Registered investment companies 41.7%
- Common stock 1.8%
Consultants and advisers
2 firms
- M•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- N••••••• T•••• C•• Discretionary trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- N••••••• T•••• C••••••••• E••• I•••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- B•••••••• I••••••••• T•••• C••••plan years 2022
- M••••••••• L••• I•••••••• C••••••plan years 2022
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | N• C••••••••• S•••• T••• I•••••••••c••••••••• trust | N••••••• T•••• C••••••••• E••• I••• | Cash | $5.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | N• C••••••••• S•••• T••• I•••••••••c••••••••• trust | N••••••• T•••• C••••••••• E••• I••• | Cash | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | N• C••••••••• S•••• T••• I•••••••••c••••••••• trust | N••••••• T•••• C••••••••• E••• I••• | Cash | $2.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 927 | $196M | $197M | 86.0% | $195M | $0 | n/a | n/a |
| 2023 to Dec 31, 2023 | 970 | $203M | $210M | 84.8% | $210M | $14,461 | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,023 | $297M | $217M | 108.0% | $224M | $121,830 | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••••••• L••• I•••••••• Co. codes 28 51 $504,463 PY2024
- B•••••••• codes 28 51 $376,931 PY2024
- M•••••••• I••• codes 11 50 $284,210 PY2024
- N••••••• Trust Company codes 24 50 $31,300 PY2024
- S••••-T••• Investment Fund Sched. D C $5.4M PY2024
- M•••••••• I••• codes 11 PY2024
- B•••••••• codes 28 51 $697,313 PY2023
- M••••••••• L••• I•••••••• Co. codes 28 51 $540,117 PY2023
- M•••••••• I••• codes 11 50 $315,259 PY2023
- N••••••• Trust Company codes 24 50 $51,792 PY2023
- S••••-T••• Investment Fund Sched. D C $3.3M PY2023
- M•••••••• I••• codes 11 PY2023
- B•••••••• codes 28 51 $924,110 PY2022
- M••••••••• L••• I•••••••• Co. codes 28 51 $605,826 PY2022
- M•••••••• I••• codes 11 50 $164,714 PY2022
- N••••••• Trust Company codes 24 50 $130,853 PY2022
- S••••-T••• Investment Fund Sched. D C $2.6M PY2022
- M•••••••• I••• codes 11 PY2022
What changed
2 events
- Jan 1, 2023Funded status changedE••••••••• R••••••••• P••• o• t•• N••••••• G••••••••• S•••••• funded ratio 108.0% -> 84.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedE••••••••• R••••••••• P••• o• t•• N••••••• G••••••••• S•••••• p••• assets $297M -> $203M (-31.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 530193519-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.